Coordinating A Team Approach To Risk Management
and Investment Strategies

This web-site is dedicated to those who are serious about working with a TEAM of financial professionals and ready to take control of their financial future.

Whether you're a business owner, working professional, at or nearing retirement, it's never too early or too late to develop a personalized financial strategy.

PHILOSOPHY
I believe that other than one's health and well being, people are most interested in making their hard earned dollars work to achieve their financial goals and objectives in the most tax efficient manner. I also believe that they understand that no one person can know everything about the complex and ever changing issues impacting their financial decisions. With this in mind I commit to forming a team of professionals to assist my clients in planning their risk management and investment strategies. Financial professionals that are experienced in the areas of estate planning, retirement planning, business succession planning, corporate benefits planning, and investment planning will become team members as needed. These associates have over fifty years of combined experience with credentials such as Certified Public Accountant, Attorney At Law, and Certified Financial Planner. (TM)

APPROACH
I work with successful people to help them clarify and understand the importance of having a trusted advisor, or better yet, a team of financial professionals working together in a coordinated manner. At an initial meeting, we begin the process of identifying and prioritizing financial goals and objectives. Based on this discussion, we will develop a customized plan to meet those determined needs and wants. Once the strategy has been created, we will outline several options of implementation. As a registered representative of AXA ADVISORS, LLC, and an insurance agent of AXA NETWORK, LLC, and its subsidiaries, I offer a variety of financial products and services that are designed to help you work toward a more successful financial future.

PROFESSIONAL BACKGROUND
  * FINRA Securities Registrations: Series 6, 7, 63, and 65
  * Insurance Licenses: Life, Health, Disability, and Long Term Care*
  * Member of NAIFA: National Association of Insurance and Financial Advisors
  * B.S., University of  Illinois at Urbana-Champaign

PERSONAL
I was born in Chicago, raised in Skokie, Illinois and graduated from Niles North High School. My wife and I  reside in Arlington Heights, Illinois and have two children. We enjoy spending time with our family and friends as well as excercising and attending sporting events, concerts, movies, and live theatre.

* Long Term Care products are issued by Third Party carriers available through AXA Network

AXA Advsiors and its representative do not offer tax or legal advice. Please consult with your tax and/or legal advisor for your particular circumstance.